This time the most interesting content I stumbled over includes: A Must-Watch-Video!, Quality Shareholders, software, Big Lessons rfom History, Overton Window, Oil majors, our tax ignorance, …Continue reading “Food for Thought #18 // Links🔗”
On Nov 3rd, Pandora reported solid Q3 results. New lockdowns represent a risk, especially taking into account the importance of seasonal business within Christmas time.+
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: industrial land, reversion to the mean vs regime changes, tier 1 bonds, special situations,Continue reading “Links🔗: Food for Thought #13”
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: wonderful companies, capital allocation, pre-mortems, Grenke, stakeholder value, Nikola, Pandora A/S, SES SA, etc …Continue reading “Links🔗: Food for Thought (#11)”
Pandora released preliminary results for the first six months of 2020 on Wednesday, stating encouraging developments regarding store re-openings and presenting the prospect of a break-even result on an adjusted Ebit margin basis.Continue reading “How did Pandora fare in Q2?”
Risk management needs strict rules. To limit potential harm from our emotions, errors and bad luck, the introduction and adherence to specific position limits and execution rules are very important. I am going to discuss some rules you might find useful below …Continue reading “The Importance of Position Sizing and Trade Execution Rules – Have You thought enough about it?”
Pandora A/S released its Q4 and FY 2019 Annual Report on 4th February, 2020. The market reacted negatively with Pandora down 2.5%, presumably to the FY 2020 guidance, with sales guidance meeting expectations but expeted margin falling below expectations. I read through the material and updated my former Valuation-post of Pandora.
Pandora will release its Anual Report 2019 on February 2nd, 2020. Since some analysts already revised their estimates upwards (Adj EpS, EpS GAAP, Revenue) after Pandora recently released preliminary Q4 Financials which were perceived very positive, I believe …Continue reading “Pandora will report FY 2019 on Feb 2nd”